SFM

Signet Financial Management Portfolio holdings

AUM $895M
1-Year Est. Return 20.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$3.38M
3 +$2.7M
4
INGR icon
Ingredion
INGR
+$2.44M
5
AMZN icon
Amazon
AMZN
+$2.3M

Top Sells

1 +$12.5M
2 +$3.93M
3 +$3.49M
4
CBRL icon
Cracker Barrel
CBRL
+$2.76M
5
CDK
CDK Global, Inc.
CDK
+$2.38M

Sector Composition

1 Technology 12.23%
2 Healthcare 8.16%
3 Financials 6.05%
4 Communication Services 4.6%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31K 0.01%
86,380
227
$25K 0.01%
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228
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229
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231
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240
0
241
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-38,000
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0
250
-8,740